The sales and administration teams at Martech take their planning seriously. Though we work in a reactive industry, we create and follow strategic plans to avoid pitfalls, emergencies and to ensure success. Gathering market information and using that to strategize is an important part of the Martech culture.
This is an overview of our strategic sales planning process:
Complete Martech "opportunity analysis" 9 cell matrix
Profile the key team personnel involved
Detail goals and objectives
Detail financial / time investment.
Complete Martech FIT worksheet
Complete DSS "driving strategic sales" worksheet
Engage the team in a Martech “free thinking” creativity session
Complete the Martech Mind Map
Select the best ideas
Refine the definition of the goals and objectives
Determine the measurables
Complete the Martech Regional and Territory Sales Plan with the integrated sales teams
The sales and administration teams at Martech take their planning seriously. Though we work in a reactive industry, we create and follow strategic plans to avoid pitfalls, emergencies and to ensure success. Gathering market information and using that to strategize is an important part of the Martech culture. 
